Filed October 1, 2015 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,841 | $209,832-74.3% | $189,513-71.6% | $167,490-67.9% |
| Participation rate | 93.3% | 88.7%+4.7pp | 87.8%+5.5pp | 82.1%+11.2pp |
| Annual return | 4.12% | 748.27%-744.2pp | 555.15%-551.0pp | 478.56%-474.4pp |
| Employer contribution / active EE | $2,037 | $6,914-70.5% | $6,162-66.9% | $4,837-57.9% |
| Participant deferral / active EE | $2,140 | $8,935-76.0% | $8,221-74.0% | $6,341-66.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |